Lido Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Lido Advisors’s Portfolio IYY Stock Details IYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.34M	Sell	21,058 -471	-2%	-$77.9K	0.01%	551
2025 Q4	$3.5M	Buy	21,529 +74	+0.3%	+$12.2K	0.01%	550
2025 Q3	$3.49M	Hold	21,455	–	–	0.01%	523
2025 Q2	$3.24M	Hold	21,455	–	–	0.01%	474
2025 Q1	$2.92M	Buy	21,455 +13,675	+176%	+$1.96M	0.01%	455
2024 Q4	$1.11M	Buy	7,780 +305	+4%	+$43.9K	0.01%	723
2024 Q3	$1.04M	Sell	7,475 -251	-3%	-$33.8K	0.01%	691
2024 Q2	$1.02M	Buy	7,726 +895	+13%	+$114K	0.01%	659
2024 Q1	$875K	Hold	6,831	–	–	0.01%	710
2023 Q4	$796K	Buy	6,831 +1,143	+20%	+$124K	0.01%	702
2023 Q3	$594K	Buy	+5,688	New	+$619K	﹤0.01%	697

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Lido Advisors's IYY Position: Q1 2026 in Review

Lido Advisors reduced its iShares Dow Jones US ETF (IYY) stake by 2.2% in Q1 2026, selling an estimated $77.9K and leaving 21,058 shares worth $3.34M. The position accounts for 0.01% of the portfolio, ranked #551.

Lido Advisors first reported a position in IYY in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.5M in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Lido Advisors held 21,058 shares of iShares Dow Jones US ETF worth $3.34M as of Q1 2026.
Lido Advisors sold 471 iShares Dow Jones US ETF shares in Q1 2026, an estimated $77.9K.
iShares Dow Jones US ETF made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #551 holding.
Lido Advisors first reported a position in iShares Dow Jones US ETF in Q3 2023 and has held it in 11 quarters since.
Lido Advisors's iShares Dow Jones US ETF position peaked at $3.5M in Q4 2025.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.